Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Bain & Company projects $5 to $7 trillion in cumulative value flowing to the software andapplication layer by 2030 — a more than 4x expansion from current levels and potentially the largest addressable market expansion in software history. Hardware and infrastructure have captured the first waves of AI-driven value creation, but software is projected to capture the third and largest. Within that…